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How to improve your
customer's journey through
Jira Service Desk
KATARZYNA PAWLAK | SENIOR ATLASSIAN APPS MANAGER
3
JIRASERVICEDESK–CUSTOMER’SJOURNEY
01
02
03
Help
Center
Request
Detail View
Request
Form
4
JIRASERVICEDESK–BACKGROUND
Service desks
Customers
VIP businessstandard
HELP
CENTER
5
6
HELPCENTER–SERVICEDESKPROJECTS
NEED:
I would like to limit the
access to service desk
project for specified Jira
group
CONFIGURATION
HELPCENTER–SERVICEDESKPROJECTS
DEFINE FOR WHOM THE ONE
SELECTED SERVICE DESK
PROJECT SHOULD BE VISIBLE
8
HELPCENTER–SERVICEDESKPROJECTS
VISIBILITY
Jira groups:
customers-VIP
Jira groups:
customers-standard
customers-business
9
CUSTOMERPORTAL–REQUESTTYPES
NEED:
I would like to limit the
access to request types
for specified Jira group
CONFIGURATION
CUSTOMERPORTAL–REQUESTTYPES
DEFINE FOR WHOM THE ONE
SELECTED REQUEST TYPES
SHOULD BE VISIBLE
11
VISIBILITY
Jira groups:
customers-standard
customers-business
CUSTOMERPORTAL–REQUESTTYPES
Jira groups:
customers-VIP
12
CUSTOMERPORTAL–REQUESTTYPES
NEED:
I wouldn’t like to scroll
the long list
of request types
13
SPLIT COLUMN
CUSTOMERPORTAL–REQUESTTYPES
DIVIDE LONG LIST
INTO TWO
COLUMNS
14
HELPCENTER/CUSTOMERPORTAL
NEED:
I wouldn’t know
where I can find more
information
CONFIGURATION
HELPCENTER/CUSTOMERPORTAL
SPECIFY THE CONTEXT
GROUP LINKS
16
LINKS
HELPCENTER/CUSTOMERPORTAL
17
CUSTOMERPORTAL–REQUESTTYPES
REQUEST
FORM
18
19
REQUESTFORM–DYNAMICFORMS
NEED:
I would like to see only
the fields / custom fields
that are really necessary
CONFIGURATION
REQUESTFORM–DYNAMICFORMS
DISPLAY FIELDS DEPENDING
ON THE OPTION FROM
THE MASTER FIELD
CONFIGURATION
REQUESTFORM–BUNDLEDFIELDS
REQUESTFORM–BUNDLEDFIELDS
23
REQUESTFORM–FIELDSVISIBILITY
NEED:
I would like to limit the
access to fields / custom
fields for specified Jira
group
CONFIGURATION
DEFINE FOR WHOM
THE ONE SELECTED FIELD
SHOULD BE VISIBLE
REQUESTFORM–FIELDSVISIBILITY
25
VISIBILITY
Jira groups:
customers-standard
customers-VIP
Jira groups:
customers-business
REQUESTFORM–FIELDSVISIBILITY
26
REQUESTFORM–REMOVENONE
NEED:
I would like to remove
the option ‘None’
from the list
CONFIGURATION
REQUESTFORM–REMOVENONE
SELECT THE FIELDS FOR
WHICH THIS FUNCTION WILL
BE ENABLED
28
NEED:
I would like to set the
fields requirement
REQUESTFORM–REQUIREDFIELDS
CONFIGURATION
DEFINE FOR WHOM
THE ONE SELECTED FIELD
SHOULD BE REQUIRED
REQUESTFORM–REQUIREDFIELDS
30
REQUIRED FIELDS
Jira groups:
customers-standard
customers-VIP
Jira groups:
customers-business
REQUESTFORM–REQUIREDFIELDS
REQUEST
DETAIL VIEW
31
32
REQUESTDETAILVIEW–REQUESTTYPES
NEED:
I would like to know what
is going on
33
REQUESTDETAILVIEW–FIELDSVISIBILITY
CONFIGURATION
DEFINE REQUEST
TYPES WITH THEIR
HIDDEN FIELDS
REQUESTDETAILVIEW–FIELDSVISIBILITY
35
REQUESTDETAILVIEW–SHOWDATES
CHECK WHEN
REQUEST WAS
UPDATED
CONFIGURATION
DEFINE WHAT INFORMATION
SHOULD BE VISIBLE ON THE
REQUEST
REQUESTDETAILVIEW–ISSUELINKS
37
REQUESTDETAILVIEW–ISSUELINKS
CHECK WHICH
ISSUE BLOCKS
YOUR REQUEST
38
REQUESTDETAILVIEW–SHOWASSIGNEE
CHECK WHO IS
CURRENTLY
ASSIGNED TO
YOUR REQUEST
CONTACT ASSIGNED PERSON
DIRECTLY BY AN E-MAIL
39
REQUESTDETAILVIEW–EXPORTREQUEST
EXPORT REQUEST TO
A DOC FILE
40
REQUESTDETAILVIEW–REMOVEPARTICIPANTS
NEED:
I would like to block
removing participants
CONFIGURATION
REQUESTDETAILVIEW–REMOVEPARTICIPANTS
SELECT THE REQUEST TYPES
FOR WHICH THIS FUNCTION
WILL BE ENABLED
42
REQUESTDETAILVIEW–REMOVEPARTICIPANTS
PARTICIPANTS
CAN’T BE
REMOVED
43
REQUESTDETAILVIEW–SHOWATTACHMENTS
NEED:
I would like to download
all files with one click
44
REQUESTDETAILVIEW–SHOWATTACHMENTS
DOWNLOAD ALL FILES WITH
ONE CLICK
45
JIRASERVICEDESK–CUSTOMER’SJOURNEY
01
02
03
Help
Center
Request
Detail View
Request
Form
E X T E N S I O N F O R
J I R A S E R V I C E D E S K
“
46
Often enough, it’s the imperfect software
that goes on to solve the world’s
problem, since the imperfect is more
flexible. Being imperfect, by definition,
leaves some room for improvement.
source: Article from Medium “Stop future proofing software”
Thank you!
katarzyna.pawlak@deviniti.com
KATARZYNA PAWLAK
SENIOR ATLASSIAN APPS MANAGER

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[Jira Service Desk Day 2018] How to Improve Your Customer's Journey Through Jira Service Desk